For IP Practices

The business layer your practice management system doesn’t cover.

Your practice management software runs your matters. Odoo — implemented by Hatton Locks — runs everything around them: accounting, client communications, document delivery, business development and AI-assisted productivity. This page explains the demonstration below and invites you to walk through it.

About this environment. The demonstration system at learn.hattonlocks.co.za is our client-facing test environment. You may notice a guitar manufacturing scenario elsewhere on the platform — that is a separate demonstration of Odoo’s manufacturing module for a different client segment. The trademark intake workflow linked below is entirely self-contained.

What Odoo adds to an IP practice

Business accounting & automated invoicing

Recurring billing for renewals, disbursement invoicing and vendor invoice capture with AI-assisted processing — separate from and complementary to your trust accounting.

Client document delivery

Trademark certificates, search reports and correspondence made available to clients automatically through a branded portal — one action, no manual email.

CRM & relationship management

Track prospects and existing clients, log interactions, and run automated follow-up that operates within the LPC’s ethical framework for attorney marketing.

Targeted client engagement

Structured, e-commerce enabled client communication channels that qualify leads, gather feedback and support business development without adding manual work.

AI productivity tools

Built into the platform — not bolted on. Assists with document processing, communication drafting and routine task automation across all modules.

Sits alongside your existing software

Odoo does not replace your practice management system. It adds the business and client-facing layer that practice management software was never designed to cover.

Walk through the trademark intake demonstration

The link below takes you through a trademark application intake workflow built in Odoo — the process a prospective client would experience when instructing your firm.

It demonstrates structured client intake, automated document handling and the client portal experience. No account or registration is required to begin.

View the trademark intake demo →

1Client intake form — Structured collection of trademark details and applicant information.

2Automated acknowledgement — Client receives confirmation; your team receives a structured brief.

3Document storage & delivery — Supporting documents available in the client portal automatically.

4Client portal access — Track progress and access documents securely without phoning your office.

Get in touch

If the demonstration raises questions or you’d like to discuss whether this is relevant to your practice, we’d welcome a conversation.